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2,836 hedge funds and large institutions have $163B invested in Verizon in 2020 Q4 according to their latest regulatory filings, with 332 funds opening new positions, 1,314 increasing their positions, 990 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 332 | Existing positions closed: 79

33% more repeat investments, than reductions

Existing positions increased: 1,314 | Existing positions reduced: 990

8% more funds holding

Funds holding: 2,6272,836 (+209)

0.33% more ownership

Funds ownership: 66.46%66.79% (+0.33%)

0% less capital invested

Capital invested by funds: $163B → $163B (-$598M)

1% less call options, than puts

Call options by funds: $1.38B | Put options by funds: $1.39B

34% less funds holding in top 10

Funds holding in top 10: 198131 (-67)

Holders
2,836
Holders Change
+209
Holders Change %
+7.96%
% of All Funds
50.18%
Holding in Top 10
131
Holding in Top 10 Change
-67
Holding in Top 10 Change %
-33.84%
% of All Funds
2.32%
New
332
Increased
1,314
Reduced
990
Closed
79
Calls
$1.38B
Puts
$1.39B
Net Calls
-$8.8M
Net Calls Change
-$398M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
2476
LCM Capital Management
Illinois
$327K +$332K +5,593 New
PIA
2477
Powell Investment Advisors
Florida
$326K -$17.2K -290 -5%
D
2478
Diversified
Delaware
$324K +$324K +5,454 New
AIM
2479
Aigen Investment Management
New York
$324K +$328K +5,520 New
Dodge & Cox
2480
Dodge & Cox
California
$323K
SA
2481
Stewardship Advisors
Pennsylvania
$323K
GCA
2482
Greenwood Capital Associates
South Carolina
$322K -$3.59M -60,366 -92%
GIP
2483
Greatmark Investment Partners
Georgia
$322K -$5.76K -97 -2%
DA
2484
DCM Advisors
New York
$322K +$326K +5,487 New
BFA
2485
Brendel Financial Advisors
New Hampshire
$321K -$416 -7 -0.1%
MCM
2486
MV Capital Management
Maryland
$321K +$11.8K +198 +4%
RW
2487
REDW Wealth
New Mexico
$321K +$22.5K +379 +7%
LWMG
2488
Levy Wealth Management Group
Pennsylvania
$321K +$324K +5,456 New
AWMT
2489
AAFMAA Wealth Management & Trust
North Carolina
$321K +$325K +5,480 New
CIAS
2490
CBIZ Investment Advisory Services
Ohio
$320K
FCM
2491
Firestone Capital Management
Florida
$320K
WLIM
2492
White Lighthouse Investment Management
Massachusetts
$320K
OFW
2493
Omnia Family Wealth
Florida
$319K -$284K -4,780 -47%
TLP
2494
Tri Locum Partners
New York
$319K +$323K +5,437 New
NA
2495
Nottingham Advisors
New York
$318K -$60.2K -1,014 -16%
NED
2496
Nancy E. Dempze
$318K
LWPC
2497
Legacy Wealth Partners (California)
California
$316K -$1.01K -17 -0.3%
AWMG
2498
Alliance Wealth Management Group
New Jersey
$315K +$79.3K +1,336 +33%
RZH
2499
Relyea Zuckerberg Hanson
Connecticut
$313K -$1.31K -22 -0.4%
APW
2500
Acima Private Wealth
Virginia
$313K

VZ Hedge Fund Activity: Q4 2020 in Review

2,836 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q4 2020, worth a combined $163B — down 0.37% from $163B a quarter earlier.

Buyers outnumbered sellers: 332 funds opened new VZ positions and 79 closed out — a net gain of 253 holders — while 1,314 added to existing stakes and 990 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $5.25B. The largest seller was Capital World Investors, cutting an estimated $753M.

  • 2,836 institutional investors held Verizon (VZ) as of Q4 2020, up from 2,627 in Q3 2020.
  • Funds reported $163B of Verizon stock for Q4 2020, down 0.37% quarter-over-quarter.
  • 332 funds opened new Verizon positions in Q4 2020 and 79 closed out, a net change of +253 holders.
  • The largest Verizon buyer in Q4 2020 was Berkshire Hathaway, an estimated $5.25B added.
  • The largest Verizon seller in Q4 2020 was Capital World Investors, an estimated $753M sold.

Based on aggregated 13F filings for Q4 2020.